Traverso Chambers Private Wealth Management’s McDonald's MCD Stock Holding History

Traverso Chambers Private Wealth Management’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$266K	Buy	897 +15	+2%	+$4.08K	0.06%	109
2023 Q3	$232K	Buy	882 +23	+3%	+$6.56K	0.06%	105
2023 Q2	$256K	Hold	859	–	–	0.07%	101
2023 Q1	$240K	Buy	+859	New	+$230K	0.07%	104

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Traverso Chambers Private Wealth Management's MCD Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its McDonald's (MCD) stake by 1.7% in Q4 2023, buying an estimated $4.08K and bringing the position to 897 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #109.

Traverso Chambers Private Wealth Management first reported a position in MCD in Q1 2023 and has held it in 4 quarters since. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Traverso Chambers Private Wealth Management held 897 shares of McDonald's worth $266K as of Q4 2023.
Traverso Chambers Private Wealth Management bought 15 McDonald's shares in Q4 2023, an estimated $4.08K.
McDonald's made up 0.06% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #109 holding.
Traverso Chambers Private Wealth Management first reported a position in McDonald's in Q1 2023 and has held it in 4 quarters since.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.